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Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,454 | $111,785-92.4% | $93,669-91.0% | $145,877-94.2% |
| Participation rate | 83.3% | 74.2%+9.1pp | 68.7%+14.6pp | 80.3%+3.0pp |
| Annual return | 13.74% | 203.79%-190.0pp | 133.59%-119.9pp | 551.28%-537.5pp |
| Employer contribution / active EE | $735 | $3,096-76.3% | $2,424-69.7% | $4,663-84.2% |
| Participant deferral / active EE | $1,158 | $4,919-76.5% | $4,416-73.8% | $6,691-82.7% |
| Admin fee / account holder | $138 | $10,256-98.7% | $8,291-98.3% | $13,402-99.0% |